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Clayton Financial Group’s Regency Centers REG Stock Holding History

Clayton Financial Group’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29
Closed -$2.19K – 458
2026
Q1 		$2.19K Hold
29
– – ﹤0.01% 447
2025
Q4 		$2K Buy
+29
New +$2.03K ﹤0.01% 457

Other funds holding REG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clayton Financial Group's REG Position: Q2 2026 in Review

Clayton Financial Group sold out of Regency Centers (REG) in Q2 2026, closing a stake of 29 shares — an estimated $2.19K sold.

Clayton Financial Group first reported a position in REG in Q4 2025 and held it in 2 quarters. The position peaked at $2.19K in Q1 2026. 166 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Clayton Financial Group reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 29 Regency Centers shares in Q2 2026, an estimated $2.19K.
  • Clayton Financial Group first reported a position in Regency Centers in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Regency Centers position peaked at $2.19K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.